166 episodes

The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze.

Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures.

Whether you're a current or aspiring investment professional, a regular investor, or a student exploring career options, we hope you gain some helpful insights and enjoy the shows. Thank you for listening!

Website (https://www.moneymazepodcast.com/) | Newsletter (https://www.moneymazepodcast.com/subscribe) | LinkedIn (https://www.linkedin.com/company/the-money-maze-podcast/) | YouTube (https://www.youtube.com/@moneymazepodcast)

Money Maze Podcast Money Maze Podcast

    • Business
    • 4.9 • 160 Ratings

The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze.

Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures.

Whether you're a current or aspiring investment professional, a regular investor, or a student exploring career options, we hope you gain some helpful insights and enjoy the shows. Thank you for listening!

Website (https://www.moneymazepodcast.com/) | Newsletter (https://www.moneymazepodcast.com/subscribe) | LinkedIn (https://www.linkedin.com/company/the-money-maze-podcast/) | YouTube (https://www.youtube.com/@moneymazepodcast)

    Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index

    Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index

    In May 2021, we turned our attention to an investor dilemma – Should we view wine as a proper asset class? And how should we think about the wine industry, unmodernised for so long, but ripe for change!

    A disrupter emerged in 1997, in the shape of Bordeaux Index, set up by Michael Spencer and Gary Boom.

    In this conversation we learn about the shifting sands of supply and demand. We discuss global climate impact and some of its advantages for the wine industry.

    We discuss wealth creation and the continued thirst for luxury wines, champagnes and whiskies.

    Gary also explains where new and exciting wines are emerging, why he’s re-assessed the emerging English opportunity set, and how they’re embracing digital transformation via their new LiveTrade platform (which was rebranded & expanded this year).

    Gary discusses the impact of their technology in helping bring liquidity and transparency to wine trading - reflecting on his previous life at ICAP - and why increasing numbers of investors are building portfolios in the wine & spirits world.

    We then assess the key question; where might there be money to be made in this fast-evolving market?

    And aside from the investment implications, who doesn’t like to sample lovely wine?! No one wants to finish their lives observing wistfully, as Ernest Hemingway once did, that “my only regret in life is that I didn’t drink more wine!”

    NOTE - This episode was recorded in late 2023, prior to the re-launch of their LiveTrade product in early 2024.

    The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches and IFM Investors.

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    • 44 min
    How Passive Investing May Have Created a Bifurcated Market for Value Investors

    How Passive Investing May Have Created a Bifurcated Market for Value Investors

    In this bitesize feature, David Einhorn, Founder & President of Greenlight Capital, discusses the potential impact passive investing has had on value investors, and where opportunities may lie. 

    David is one of Wall Street's most closely followed hedge fund managers, whose public commentary on stocks has had market moving results ('The Einhorn Effect'). He's perhaps most well-known for his short bet on Lehman Brothers in 2007. 

    This is an excerpt from his appearance at the London Value Investor Conference in May 2023, included as part of our short-form Money Maze Vignettes series.

    The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, and IFM Investors. 

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    • 8 min
    Private Markets Miniseries: Season 2 Highlights

    Private Markets Miniseries: Season 2 Highlights

    In today’s episode, the Money Maze Podcast takes a short trip back to 2023 to revisit our Second Private Markets Series. 

    We shared fascinating conversations with guests from the likes of TPG, Tikehau Capital, Nasdaq Private Market, CAIS, and IFM Investors.  

    In case you missed those episodes, we have compiled together some of the highlights from those episodes, including David Neal of IFM Investors on why infrastructure ‘feels like almost the perfect institutional asset class’ and Matt Brown of CAIS on how technology is bridging the gap between financial advisors and alternative asset managers.

    We also hear from Pamela Pavkov and Anilu Vazquez-Ubarri of the TPG NEXT fund, which is investing in underrepresented alternative asset managers, Mathieu Chabran on Tikehau Capital’s extraordinary growth story and Tom Callahan, CEO of Nasdaq Private Market, who explains how the world of secondary markets for private stocks works. 

    You can listen to all the full episodes here via www.moneymazepodcast.com/series/private-markets.

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    The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, and IFM Investors. 

    • 42 min
    Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro)

    Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro)

    In this bitesize feature, A-Rod Corp’s CEO, Alex Rodriguez, discusses principal capital, creating opportunities for partners, and A-Rod’s geographical scope.

    In the full interview, Alex speaks about how he came to dominate his sport, developing a substantial portfolio of investments and businesses through his investment firm, invaluable advice given to him by Warren Buffet. Listen or watch here. 

    Money Maze Moments are short extracts taken from some of our most popular episodes, which we found interesting or struck a chord with our listener community. 

    The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, and IFM Investors. 

    • 6 min
    PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager

    PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager

    With a successful career incorporating 18 years at Goldman Sachs, and then CEO of the Man Group, Emmanuel explains today’s landscape for investors across the fixed income universe.

    He explains PIMCO’s mission and reach. He discusses how the world is awash with cash and short-term maturities, creating opportunities with interest rates having adjusted upwards.

    He feels there is a tidal wave of liquidity, underpinning an optimistic view of the possible investments which exist; from credit, both public and private, through to emerging market local FX debt.

    He explains why alpha is very identifiable and investable and why active beats passive in the fixed income universe. He discusses how AI is transforming data processing in the finance sector. 

    Finally, he explains why banks are retreating from some quarters of the lending landscape, creating opportunities for PIMCO.

    Finally, he reflects on the European dilemma in being able to create meaningful growth, and why all these government debts will have to be paid at some point ahead.

    ​​The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches and IFM Investors.

    --

    DISCLAIMER: PIMCO manages $1.86 trillion in assets, including $1.48 trillion in third-party client assets as of 31 December 2023. Assets include $82.2 billion (as of 30 September 2023) in assets managed by PIMCO Prime Real Estate (formerly Allianz Real Estate), an affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH that includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries and affiliates. PIMCO Prime Real Estate LLC investment professionals provide investment management and other services as dual personnel through Pacific Investment Management Company LLC. PIMCO Prime Real Estate GmbH operates separately from PIMCO.

    • 55 min
    Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

    Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

    Why does a teacher trained to help children with special needs decide to  switch, earn an MBA, then work at Pepsi, become an investment consultant, and end up becoming CIO at an $8 billion dollar foundation?

    In this conversation, Roz recaps on lessons learned with investing organisations, (including CalPERS) before arriving at Helmsley Foundation in 2010.

    She describes what makes for an effective investment committee, why investment boxes like ‘growth’ and ‘value’ can be counterproductive, and instead why portfolio construction by tranches of liquidity appeal more.

    She offers a range of valuable and pithy investment advice, including why “you shouldn’t worry about volatility, if you have ample liquidity”, and why for asset allocation it may be a case of “back to the future”.

    ​​The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and IFM Investors

    • 48 min

Customer Reviews

4.9 out of 5
160 Ratings

160 Ratings

John00000000001 ,

Excellent podcast

Fascinating subject matters and very in depth analysis

stubiej ,

Oxford

Great show recently with Sandra Robertson from Oxford endowment - good perspective on capital preservation strategies whilst aiming for 5 % plus real return

Lizarance ,

Informative and Insightful

As a graduate applying to jobs, this podcast has been massively beneficial for introducing me to valuable terminology of the investment/business world. Simon is amazing at steering conversation towards relevant macro topics, making each episode incredibly informative and concise. Excited to see where the show goes in the future!

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